Capital Insight Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Sell |
37,363
-2,842
| -7% | -$621K | 1.42% | 22 |
|
|
2025
Q1 | $5.62M | Buy |
40,205
+1,092
| +3% | +$153K | 0.98% | 33 |
|
|
2024
Q4 | $6.52M | Buy |
39,113
+352
| +0.9% | +$58.7K | 1.13% | 28 |
|
|
2024
Q3 | $6.6M | Buy |
38,761
+142
| +0.4% | +$24.2K | 1.16% | 24 |
|
|
2024
Q2 | $5.45M | Sell |
38,619
-1,733
| -4% | -$245K | 1.03% | 30 |
|
|
2024
Q1 | $5.07M | Buy |
40,352
+1,864
| +5% | +$234K | 0.95% | 35 |
|
|
2023
Q4 | $4.06M | Buy |
38,488
+598
| +2% | +$63K | 0.83% | 41 |
|
|
2023
Q3 | $4.01M | Buy |
37,890
+1,283
| +4% | +$136K | 0.91% | 35 |
|
|
2023
Q2 | $4.36M | Sell |
36,607
-970
| -3% | -$116K | 0.98% | 27 |
|
|
2023
Q1 | $3.49M | Sell |
37,577
-607
| -2% | -$56.4K | 0.82% | 37 |
|
|
2022
Q4 | $3.12M | Buy |
38,184
+843
| +2% | +$68.9K | 0.81% | 37 |
|
|
2022
Q3 | $2.28M | Buy |
37,341
+717
| +2% | +$43.8K | 0.61% | 56 |
|
|
2022
Q2 | $2.56M | Buy |
36,624
+903
| +3% | +$63.1K | 0.6% | 58 |
|
|
2022
Q1 | $2.96M | Buy |
35,721
+334
| +0.9% | +$27.6K | 0.6% | 56 |
|
|
2021
Q4 | $3.09M | Buy |
35,387
+1,179
| +3% | +$103K | 0.63% | 55 |
|
|
2021
Q3 | $2.98M | Buy |
34,208
+302
| +0.9% | +$26.3K | 0.65% | 56 |
|
|
2021
Q2 | $2.64M | Buy |
33,906
+377
| +1% | +$29.3K | 0.6% | 67 |
|
|
2021
Q1 | $2.35M | Buy |
33,529
+423
| +1% | +$29.7K | 0.57% | 67 |
|
|
2020
Q4 | $2.14M | Buy |
33,106
+483
| +1% | +$31.3K | 0.54% | 71 |
|
|
2020
Q3 | $1.95M | Sell |
32,623
-101
| -0.3% | -$6.03K | 0.55% | 67 |
|
|
2020
Q2 | $1.81M | Sell |
32,724
-552
| -2% | -$30.5K | 0.57% | 64 |
|
|
2020
Q1 | $1.61M | Buy |
33,276
+2,896
| +10% | +$140K | 0.85% | 38 |
|
|
2019
Q4 | $1.61M | Buy |
30,380
+134
| +0.4% | +$7.1K | 0.74% | 42 |
|
|
2019
Q3 | $1.66M | Sell |
30,246
-381
| -1% | -$21K | 1.45% | 29 |
|
|
2019
Q2 | $1.75M | Sell |
30,627
-154
| -0.5% | -$8.77K | 1.52% | 29 |
|
|
2019
Q1 | $1.65M | Sell |
30,781
-18,715
| -38% | -$1.01M | 1.49% | 29 |
|
|
2018
Q4 | $2.24M | Sell |
49,496
-231
| -0.5% | -$10.4K | 2.31% | 11 |
|
|
2018
Q3 | $2.56M | Sell |
49,727
-7,583
| -13% | -$391K | 2.26% | 14 |
|
|
2018
Q2 | $2.53M | Buy |
57,310
+1,133
| +2% | +$49.9K | 2.08% | 18 |
|
|
2018
Q1 | $2.57M | Buy |
56,177
+756
| +1% | +$34.6K | 2.09% | 15 |
|
|
2017
Q4 | $2.62M | Buy |
55,421
+376
| +0.7% | +$17.8K | 2.05% | 15 |
|
|
2017
Q3 | $2.66M | Buy |
55,045
+546
| +1% | +$26.4K | 2.25% | 12 |
|
|
2017
Q2 | $2.73M | Sell |
54,499
-758
| -1% | -$38K | 2.42% | 10 |
|
|
2017
Q1 | $2.47M | Buy |
55,257
+441
| +0.8% | +$19.7K | 2.23% | 17 |
|
|
2016
Q4 | $2.11M | Sell |
54,816
-978
| -2% | -$37.6K | 2.09% | 20 |
|
|
2016
Q3 | $2.19M | Sell |
55,794
-4,830
| -8% | -$190K | 2.11% | 21 |
|
|
2016
Q2 | $2.48M | Sell |
60,624
-14,958
| -20% | -$612K | 2.36% | 17 |
|
|
2016
Q1 | $3.09M | Buy |
75,582
+636
| +0.8% | +$26K | 3.14% | 6 |
|
|
2015
Q4 | $2.74M | Sell |
74,946
-9,950
| -12% | -$364K | 2.77% | 11 |
|
|
2015
Q3 | $3.07M | Buy |
84,896
+1,978
| +2% | +$71.4K | 2.87% | 14 |
|
|
2015
Q2 | $3.34M | Buy |
+82,918
| New | +$3.34M | 2.82% | 10 |
|